FCA
SMMD icon

FinTrust Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

FinTrust Capital Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$15.7K Hold
232
– – ﹤0.01% 857
2024
Q2 		$14.5K Hold
232
– – ﹤0.01% 831
2024
Q1 		$15.2K Hold
232
– – ﹤0.01% 786
2023
Q4 		$14.3K Hold
232
– – ﹤0.01% 767
2023
Q3 		$12.6K Hold
232
– – ﹤0.01% 747
2023
Q2 		$12.3K Hold
232
– – ﹤0.01% 738
2023
Q1 		$12.3K Hold
232
– – ﹤0.01% 736
2022
Q4 		$12.3K Hold
232
– – ﹤0.01% 732
2022
Q3 		$12K Hold
232
– – ﹤0.01% 833
2022
Q2 		$13K Hold
232
– – ﹤0.01% 823
2022
Q1 		$14K Hold
232
– – ﹤0.01% 846
2021
Q4 		$15K Buy
+232
New +$15.4K ﹤0.01% 828

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return